Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,454 | $111,787-92.4% | $93,681-91.0% | $145,978-94.2% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 13.74% | 203.52%-189.8pp | 133.47%-119.7pp | 550.52%-536.8pp |
| Employer contribution / active EE | $735 | $3,093-76.3% | $2,422-69.7% | $4,662-84.2% |
| Participant deferral / active EE | $1,158 | $4,918-76.4% | $4,415-73.8% | $6,690-82.7% |
| Admin fee / account holder | $138 | $10,256-98.7% | $8,290-98.3% | $13,400-99.0% |